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2022-09-30-accounts

BURLEY IN WHARFEDALE COMMUNITY TRUST

CHARITY NO 1098871

TRUSTEES’ REPORT AND ACCOUNTS

FOR THE YEAR ENDED 30th SEPTEMBER 2022

BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES’ REPORT

YEAR ENDED 30th SEPTEMBER 2022

The trustees present their report for the year ended 30[th] September 2022.

ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISORS

Burley in Wharfedale Community Trust (BWCT) is a charitable trust first registered in 2003 (registration no: 1098871) and governed by a constitution.

Its registered address is: 12 Old Mill Close, Burley in Wharfedale, Ilkley. LS29 7RU.

The Trustees are : Duncan Ault (Chair) Andrew Wriglesworth (Secretary) Mark Elsworth (Treasurer) Harvey Bosomworth Tim Brooke Janine Edwards Barbara Holden (appointed January 2022) Loraine Hughes Elaine Marsden (appointed January 2022) Shirley Moffat (appointed January 2022) Niccola Swan (Publicity) Sylvia Tilford Nick Turnbull (Membership)

In line with the Constitution, Loraine Hughes, Sylvia Tilford, Niccola Swan and Tim Brooke stood down as Trustees at the AGM in January 2022 and were duly re-elected. Tom Sumner continues as advisor to the Trust on projects, events and activities.

Bankers: Virgin Money Waver Green Pudsey West Yorkshire LS28 7BG

Independent Examiner: Tim Haskins ACA 9 Harvest Croft Burley in Wharfedale LS29 7LY

BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES’ REPORT

YEAR ENDED 30th SEPTEMBER 2022

STRUCTURE AND MANAGEMENT

The charity is an unlimited association. Its object is to promote any charitable purposes for the benefit of the inhabitants of Burley in Wharfedale, Burley Woodhead and Stead by any such means that are deemed to be exclusively charitable according to the laws of England and Wales .

The charity is run by a committee of elected and co-opted trustees who have control of the association and its property and funds. There should be at least 3 and not more than 18 members of the Committee, all of whom must be members of the Trust. New trustees are recruited and co-opted onto the board by the existing trustees and elected at the AGM. All trustees give their time voluntarily.

The Trust would like to thank all its trustees for their time and efforts towards the furtherance of its aims and objects.

The Committee must hold at least 4 meetings a year. A quorum at a committee meeting is 5 members. The Trust has a number of powers set out in the constitution which may be exercised only in promoting its object.

Membership of the Trust is open to any individual or organisation interested in promoting the charity. Membership is by annual or lifetime subscription.

ACHIEVEMENTS AND PERFORMANCE 2022

The Trust has had another successful year with membership at 902 (2020/21: 978).

Last year we indicated that we were negotiating a merger with the Burley Educational Trust (BET) to take over their assets and objectives. The merger was finally agreed in December 2021 but the necessary administration took until June 2022. The income and assets are incorporated into these accounts. Income from this designated fund will be available to distribute for educational purposes.

In addition to subscriptions and donations from members we have received income from Burley Parish Council, Burley Educational Trust, Shipley Community Chest, Greenbelt and the Coop community scheme. We also claimed Gift Aid on membership and donations of £4,436 in the year.

Our management of the Scalebor Park grounds was terminated by the managing agents after 9 years. Although disappointing and resulting in a reduction in our future income base our main concerns are the maintenance of the playing field and pavilion for use by village sports clubs. We refurbished and repaired the pavilion and improved the electrical appliances and contributed to the drainage maintenance of the pitches during the year.

BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES’ REPORT

YEAR ENDED 30th SEPTEMBER 2022

ACHIEVEMENTS AND PERFORMANCE 2021/22 (continued)

Having raised funds from various sources we have managed to help several village organisations with their fundraising efforts. These include Burley Junior cricket and football clubs, Walkers are Welcome, Unique , Love Burley, Men's Sheds and the Wellbeing Hub.

In line with our ongoing responsibilities we have funded, supervised and undertaken the maintenance of the Pudding Tree and Jubilee gardens, Corn Mill Pond, Fountain of Life and provided hanging baskets and flower tubs in the centre of the village. The village website is also part of the Trust’s responsibilities and has recently been upgraded and relaunched. It contains the very useful Village Diary of events.

We have helped with fundraising to provide better footpath access for wheelchair and pushchair users and to provide village information boards for residents and visitors. The allotment path has been resurfaced partway and should be completed in the Spring.

The litter-picking initiative, started by trustee Loraine Hughes under the name of Wharfedale Wombles, has continued to go from strength to strength with regular volunteer litter-picks in the village on the first Sunday of the month, a self help litter station near the Red Lion, and several others more regularly by certain members in areas near to their homes.

At the year-end total reserves stand at £114,724 including £83,229 in a general purpose fund. Of the latter, the trustees have committed only c£6,000 against specific projects however we intend to pursue the activities list below under “Future Plans”.

FUTURE PLANS

The Trust’s future plans for promoting charitable activity for the benefit of the local residents include the following:

BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES’ REPORT

YEAR ENDED 30th SEPTEMBER 2022

FUTURE PLANS (continued)

Signed on behalf of the Charity Trustees

Duncan Ault : Chair

December 2022

BURLEY IN WHARFEDALE COMMUNITY TRUST (BWCT)

Registered Charity No 1098871

Receipt and Payments Accounts - year ended 30 September 2022

Notes
RECEIPTS
Membership subscriptions and Giftaid
Christmas lights & market - incl donations & Giftaid
Donations from Coop Foundation
Donations from Bradford Met
1
Other Donations
Duck Race income - ticket sales etc
Scalebor Pavilion & Grounds rent & other income
Scalebor Grounds maintenance
2
Other receipts
Designated fund-Educational
Funds transferred from BET
3
Income from investments
Funds previously donated - returned unused
Receipts ("Gross Income" per Annual Return)
PAYMENTS
Christmas Lights & market
Grants and donations
1
Grant - write off loan to Scouts & Guides
Insurance
Scalebor Pavilion maintenance/utilities
Scalebor Grounds maintenance
2
Scalebor Pitches drainage
Village Gardens
Corn Mill Pond
Hanging Baskets and Tubs
Computer and web site expenses
Membership and other expenses
Designated fund-Educational
Legal fees re amalgamation of BET.
TOTAL PAYMENTS FOR YEAR
NET RECEIPTS/(PAYMENTS)		 Unrestricted Restricted
Funds
Funds
£
12,216
12,216
9,390
9,390
2,441
2,441
2,800
5,000
7,800
3,838
3,838
2,462
2,462
2,990
2,990
12,321
12,321
932
932
23,877
23,877
5,128
5,128
500
500
78,895
5,000
83,895
4,681
4,681
6,657
5,000
11,657
0
0
1,158
1,158
2,851
2,851
6,341
6,341
3,883
3,883
1,893
1,893
400
400
1,500
1,500
808
808
1,353
1,353
570
570
31,695
5,400
37,095
47,200
(400)
46,800		 Last year
£
11,031
2,664
2,583
4,194
3,146
1,557
2,000
20,090
-
-
-
-
47,265
2,120
38,271
2,500
1,125
587
11,230
3,874
1,580
1,275
650
1,141
548
-
64,901
(17,636)

STATEMENT OF ASSETS AND LIABILITIES AT 30 SEPTEMBER 2022

CASH FUNDS
Corn Mill Endowment
Educational - designated
3
General Purpose
TOTAL CASH FUNDS
INVESTMENT ASSETS
Black Rock
Schroders
ASSETS RETAINED FOR THE TRUST'S OWN USE
Sports pavilion at Scalebor Park - insurance value		 Unrestricted Restricted
Funds
Funds
2,460
28,935
83,329
112,264
2,460
Relevant fund
Educational
Educational		 £
2,460
28,935
83,329
114,724
Current
Value
84,695
79,809
164,504
119,470

NOTES TO THE ACCOUNTS

  1. £5,000 received from Bradford Met was "restricted" in that the trustees had no discretion over how the funds can be applied. Bradford specifically intended the funds to be passed on to Love Burley and Burley Parish Centre (£2,500 each).

  2. BWCT received funds from Greenbelt as part of an annual service agreement, to maintain the grounds and playing field at Scalebor which the Trust subcontracts to a local contractor. This arrangement came to an end in March 2022 when Greenbelt appointed an alternative contractor to oversee the work.

  3. Following the absorption of the Burley Educational Trust ("BET") into the Community Trust the trustees have undertaken to, as far as is possible, set aside (or "designate") the associated funds to be used for similar purposes to those of BET.

Chrt•r•d A•¢•untnl'¥ r•port to th• Thist••s of Burl•y In Whrf•d•l• Communlty Trust for th• y•r •nd•d 30 S•pt•mb•r 2022 I report to the Iruslees on my examination of Ihe 8(£ounl$ of the 8urfey in Wharfedale Community Trust I"Ihe Trust") for Ihe year ended 30 September 2022. As the Charity Injslees ol the Trust. you are responsible for the preparalion of the accounls in accordance with the requirements of Ihe Charilies Acl 20111.the Act'i. I report in respect of my examinat￿n ol the Trusl's ￿e¢Unts caThied out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Oire¢tions gr¥en by Ihe Charity Commission under section 14515}Ib) of the Act. I have completed my examination. I confimi that no material matters have come to my attention in connecknn with the examinatton which gives me cause to bel￿e Ihal in, any material respect.. accounting rtords were not kepl in accordance wih seCt￿n 130 of the AGt or • the accounts do not accord with the accounling reu)rds I have no concems and have come no other mattefs in cOnn￿tiOn with the examination to which attenb.on should be drawn in order to enable a proper undetstsnding of the arxounis lo be re￿hed. 1 14 Tim Hasklns ACA 10 January 2023f